Browsing Category
Credit Markets
548 posts
Will Corporate Credits Crack as Growth Slows?
by Susan Hutman, Director—Investment Grade Corporate Credit Research,Will Smith, CFA, Director—US High Yield, Robert Hopper, Director—Corporate Credit and…
June 7, 2022
Want to De-Risk? Look to High Yield
by Will Smith, CFA, Director—US High Yield & Gershon M. Distenfeld, CFA, Co-Head—Fixed Income; Director—Credit, AllianceBernstein Looking for…
May 19, 2022
4 Reasons to Be Cautious With High-Yield Bonds
by Collin Martin, Schwab Center for Financial Research We are growing more cautious with high-yield bonds. While the…
May 8, 2022
Bear Traps Report: De-Globalization is Inflationary
Copyright © Larry McDonald, Bear Traps Report
March 18, 2022
Hugh Hendry: Big Macro Fault Lines
Listen on The Move Recorded February 18, 2022 Hugh Hendry, a.k.a. The Acid Capitalist, and Founder of the…
March 1, 2022
10 Investment Themes for 2022
by Jody Jonsson, and Martin Romo, Capital Group Investors are facing a market in transition. For years it’s…
February 27, 2022
Bond market outlook: Seek balance amid mixed signals
by Ritchie Tuazon, Damien McCann, & Courtney Wolf, Fixed Income Portfolio Managers, Capital Group The U.S. economy has…
December 16, 2021
Fixed-Income Opportunities in 2022 – The Outlook for Income
by Matthew Sheridan, CFA, Portfolio Manager—Global Multi-Sector, AllianceBernstein So, when you think about the end of 2021, and…
December 8, 2021
Tremors in Credit and Currency Markets
by Ashok Bhatia, CFA, Deputy Chief Investment Officer—Fixed Income, Neuberger Berman November’s modest uptick in volatility, driven by…
November 28, 2021
The Epitome of Financial Repression in Two Charts
By Bryce Coward, CFA, Knowledge Leaders Capital By now investors are quite aware of the consequences of financial…
October 28, 2021
22 DoubleLine's Jeffrey Sherman on Where We Are and Where to Invest
Listen on The Move Jeffrey Sherman, Deputy CIO, DoubleLine Capital joins us for nearly 90 minutes on…
October 13, 2021
Phil Mesman: Event-Driven Credit Investing
Phil Mesman, lead fixed income portfolio manager at Picton Mahoney Asset Management sits down with Pierre Daillie to…
October 1, 2021
Jeffrey Sherman – Macro-Outlook: How Should Investors Be Positioning?
Jeffrey Sherman, Deputy CIO of Los Angeles-based DoubleLine Capital, which manages $137-billion in AUM joined us for an…
September 23, 2021
The Preferred Option
by David Lyon, Co-Head of Private Credit, Neuberger Berman How tailored solutions deploying preferred stock can help private…
July 26, 2021